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I. Original data source 1. SEC RIA report spreadsheet: https://www.sec.gov/help/foiadocsinvafoiahtm.html 2. SEC ADV form https://www.adviserinfo.sec.govII. Filtering steps and criteria 1. Filtering
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Original datasource is the primary source of data used for reporting.
The individual or organization responsible for collecting and maintaining the data is required to file the original datasource.
Original datasource can be filled out electronically or manually, following the specific guidelines provided by the reporting entity.
The purpose of original datasource is to provide accurate and reliable data for reporting and analysis.
The original datasource must include all relevant data points and information required for the specific reporting purpose.
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